{"id":52206,"date":"2017-06-23t16:20:02","date_gmt":"2017-06-23t20:20:02","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=52206"},"modified":"2019-08-06t16:20:43","modified_gmt":"2019-08-06t20:20:43","slug":"tax-resolution-client-intake-checklist","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/06\/23\/tax-resolution-client-intake-checklist\/","title":{"rendered":"the tax resolution client intake checklist"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-52215\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3-424x361.png\" alt=\"tax resolution client onboarding irs forms\" width=\"424\" height=\"361\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3-424x361.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3.png 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3-768x654.png 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3-849x722.png 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3.png 1107w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/>how to onboard your new client.<\/strong><\/p>\n<p><i>by jassen bowman<br \/>\n<\/i><\/p>\n<p>upon securing an irs collections representation engagement, as a result of your marketing and sales systems, your next step is to actually onboard the client and get to work.<\/p>\n<blockquote><p><strong>more tax opportunities:<\/strong> \u00a0<a href=\"\/\/www.g005e.com\/2017\/06\/18\/5-reasons-firm-training-needs-nano-learning\/\">5 reasons your firm training needs nano learning<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/04\/14\/tax-filing-season-almost-whats-next\/\">when tax filing season is over, what\u2019s next?<\/a>\u00a0 | \u00a0\u00a0<a href=\"\/\/www.g005e.com\/2017\/04\/06\/end-tax-revenue-roller-coaster-4-season-practice-model\/\">how to end the tax revenue roller coaster with a four-season practice model<\/a>\u00a0 | \u00a0\u00a0<a href=\"\/\/www.g005e.com\/2017\/02\/21\/turn-routine-cpe-new-marketing-opportunity\/\">how to turn routine cpe into a new marketing opportunity<\/a><\/p>\n<p><span style=\"color: #c9990a;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members. <\/strong><a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2017\/06\/23\/tax-resolution-client-intake-checklist\/\">log in here<\/a> or <a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p> <a href=\"\/\/www.g005e.com\/2017\/06\/23\/tax-resolution-client-intake-checklist\/#more-52206\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  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linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2017%2f06%2f23%2ftax-resolution-client-intake-checklist%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20the%20tax%20resolution%20client%20intake%20checklist&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2017\/06\/23\/tax-resolution-client-intake-checklist\/\" title=\"email this: the tax resolution client intake checklist \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-52215\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3-424x361.png\" alt=\"tax resolution client onboarding irs forms\" width=\"424\" height=\"361\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3-424x361.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3.png 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3-768x654.png 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3-849x722.png 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/tax-resolution-client-onboarding-irs-forms-border-v3.png 1107w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/>how to onboard your new client.<\/strong><\/p>\n<p><i>by jassen bowman<br \/>\n<\/i><\/p>\n<p>upon securing an irs collections representation engagement, as a result of your marketing and sales systems, your next step is to actually onboard the client and get to work.<\/p>\n<blockquote>\n<p><strong>more tax opportunities:<\/strong> \u00a0<a href=\"\/\/www.g005e.com\/2017\/06\/18\/5-reasons-firm-training-needs-nano-learning\/\">5 reasons your firm training needs nano learning<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/04\/14\/tax-filing-season-almost-whats-next\/\">when tax filing season is over, what\u2019s next?<\/a>\u00a0 | \u00a0\u00a0<a href=\"\/\/www.g005e.com\/2017\/04\/06\/end-tax-revenue-roller-coaster-4-season-practice-model\/\">how to end the tax revenue roller coaster with a four-season practice model<\/a>\u00a0 | \u00a0\u00a0<a href=\"\/\/www.g005e.com\/2017\/02\/21\/turn-routine-cpe-new-marketing-opportunity\/\">how to turn routine cpe into a new marketing opportunity<\/a><\/p>\n<p><span style=\"color: #c9990a;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members. <\/strong><a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2017\/06\/23\/tax-resolution-client-intake-checklist\/\">log in here<\/a> or <a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p> <a href=\"\/\/www.g005e.com\/2017\/06\/23\/tax-resolution-client-intake-checklist\/#more-52206\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2017%2f06%2f23%2ftax-resolution-client-intake-checklist%2f&amp;t=the+tax+resolution+client+intake+checklist'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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